Eaton Vance California Municipal Bond Fund
EVMDelisted Oct 27, 2025- SEC CIK
- 0001177161
Eaton Vance California Municipal Bond Fund was delisted on Oct 27, 2025; its insiders filed their last Form 4 on Oct 28, 2025; 53 institutions reported holding it in 13F filings for Q3 2025, worth $122.7M in total; no superinvestor held it.
13F holders, Q4 2024
Institutional positions in Eaton Vance California Municipal Bond Fund as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 54
- +2 vs. Q3 2024
- Shares held
- 11.5M
- +293.4K (+2.6%) vs. Q3 2024
- Total value
- $105.7M
- −$2.63M (−2.4%) vs. Q3 2024
- New holders
- 10
- 19 more added
- Sold out
- 8
- 11 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 53 | $122.7M |
| Q2 2025 | 50 | $108.9M |
| Q1 2025 | 48 | $107.8M |
| Q4 2024 | 54 | $105.7M |
| Q3 2024 | 53 | $108.5M |
| Q2 2024 | 50 | $110.4M |
| Q1 2024 | 51 | $111.2M |
| Q4 2023 | 51 | $104.8M |
| Q3 2023 | 49 | $80.0M |
| Q2 2023 | 49 | $76.8M |
| Q1 2023 | 45 | $73.3M |
| Q4 2022 | 54 | $64.8M |
| Q3 2022 | 48 | $49.4M |
| Q2 2022 | 51 | $52.1M |
| Q1 2022 | 49 | $53.8M |
| Q4 2021 | 45 | $54.8M |
| Q3 2021 | 43 | $59.9M |
| Q2 2021 | 44 | $68.5M |
| Q1 2021 | 44 | $73.6M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 3,838,652 | $35.2M | 0.89% | +724,327+23.3% | Added |
| Sit Investment Associates Inc | 3,291,998 | $30.2M | 0.69% | +233,588+7.6% | Added |
| Deutsche Bank AG | 558,792 | $5.12M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 513,478 | $4.71M | 0.04% | −32,443−5.9% | Reduced |
| Advisors Asset Management, Inc. | 436,339 | $4.00M | 0.07% | −4,387−1.0% | Reduced |
| Icon Advisers Inc | 324,891 | $2.98M | 0.67% | +324,891 | New |
| Hennion & Walsh Asset Management, Inc. | 270,842 | $2.48M | 0.11% | −34,478−11.3% | Reduced |
| Morgan Stanley | 253,773 | $2.33M | 0.00% | +36,932+17.0% | Added |
| City of London Investment Management Co Ltd | 205,679 | $1.89M | 0.19% | 00.0% | Unchanged |
| Wells Fargo & Company | 161,143 | $1.48M | 0.00% | +6,586+4.3% | Added |
| Myecfo, LLC | 119,340 | $1.09M | 0.59% | −5,200−4.2% | Reduced |
| LPL Financial LLC | 116,331 | $1.07M | 0.00% | −44,684−27.8% | Reduced |
| Absolute Investment Advisers LLC | 104,332 | $956.7K | 0.12% | +82,900+386.8% | Added |
| Logan Stone Capital, LLC | 97,143 | $890.8K | 0.30% | −203,274−67.7% | Reduced |
| UBS Group AG | 95,096 | $872.0K | 0.00% | +5,067+5.6% | Added |
| Campbell Capital Management Inc | 87,176 | $799.4K | 0.31% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 78,950 | $724.0K | 0.06% | −68,564−46.5% | Reduced |
| Perennial Investment Advisors, LLC | 72,600 | $665.7K | 0.08% | +6,725+10.2% | Added |
| Cypress Wealth Services, LLC | 70,742 | $648.7K | 0.13% | +45,542+180.7% | Added |
| Raymond James Financial Inc | 66,894 | $613.4K | 0.00% | +66,894 | New |
| Ameriprise Financial Inc | 60,674 | $556.4K | 0.00% | −2,486−3.9% | Reduced |
| Rareview Capital LLC | 56,756 | $547.7K | 0.40% | −131−0.2% | Reduced |
| Baird Financial Group, Inc. | 55,478 | $508.7K | 0.00% | +8,092+17.1% | Added |
| Evoke Wealth, LLC | 53,360 | $489.3K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 49,743 | $469.1K | 0.00% | +21,500+76.1% | Added |
| Wolverine Asset Management LLC | 49,952 | $458.1K | 0.01% | +24,374+95.3% | Added |
| Vivaldi Capital Management, LLC | 44,589 | $421.4K | 0.06% | +26+0.1% | Added |
| Melfa Wealth Management, LLC | 42,446 | $389.2K | 0.26% | 00.0% | Unchanged |
| Quarry LP | 40,657 | $372.8K | 0.07% | +27,600+211.4% | Added |
| Bank of America Corp | 32,440 | $297.5K | 0.00% | −18,596−36.4% | Reduced |
| Stifel Financial Corp | 31,770 | $291.3K | 0.00% | +2,060+6.9% | Added |
| Envestnet Asset Management Inc | 21,620 | $198.3K | 0.00% | +3,293+18.0% | Added |
| Vanguard Capital Wealth Advisors | 20,000 | $183.4K | 0.20% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,798 | $163.0K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 17,433 | $159.9K | 0.01% | +17,433 | New |
| Regatta Capital Group, LLC | 16,070 | $147.4K | 0.03% | −6,171−27.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,152 | $138.9K | 0.00% | +100+0.7% | Added |
| HighTower Advisors, LLC | 15,000 | $137.6K | 0.00% | +15,000 | New |
| Bridgewealth Advisory Group, LLC | 12,891 | $120.7K | 0.03% | +12,891 | New |
| MKT Advisors LLC | 12,105 | $112.7K | 0.05% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,679 | $97.9K | 0.00% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 10,658 | $97.7K | 0.08% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 10,352 | $97.6K | 0.06% | +10,352 | New |
| Madrona Financial Services, LLC | 10,454 | $95.9K | 0.03% | +139+1.3% | Added |
| Wealthspire Advisors, LLC | 10,333 | $94.8K | 0.00% | +10,333 | New |
| One Capital Management, LLC | 10,318 | $94.6K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $91.7K | 0.00% | +10,000 | New |
| Blue Bell Private Wealth Management, LLC | 8,637 | $79.2K | 0.02% | +7,400+598.2% | Added |
| Hollencrest Capital Management | 2,770 | $25.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,301 | $21.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,476 | $13.5K | 0.00% | +20+1.4% | Added |
| CF Capital LLC | 1,000 | $9.17K | 0.01% | +1,000 | New |
| Albion Financial Group | 537 | $4.92K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 360 | $3.30K | 0.00% | +360 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −806,138−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −65,168−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −42,853−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −36,821−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −28,849−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |